Autumn Harvey
Senior Commercial Lines Account Manager
Winterport,Maine
Summary
Senior Commercial Lines Account Manager with an extensive background overseeing large, diverse commercial accounts, delivering exceptional client service, and providing strategic insurance solutions. Known for clear communication, proactive problem‑solving, and the ability to navigate complex coverage needs with accuracy and professionalism. Skilled in strengthening long‑term client relationships, supporting agency growth, and contributing meaningful value within a dynamic, high‑performing team environment.
Overview
17
17
years of professional experience
Work History
Senior Commercial Lines Account Manager
United Insurance
11.2024 - Current
- Managed large commercial accounts portfolio, consistently exceeding performance targets in business development and retention metrics.
- Developed comprehensive insurance proposals tailored to client needs, enhancing service delivery and client trust.
- Facilitated policy renewals, guaranteeing on-time completion and compliance with industry regulations.
- Analyzed risk factors and provided recommendations for coverage adjustments to optimize client protection.
- Trained junior staff in effective customer service techniques and insurance product insights, advancing team capabilities.
- Enhanced customer satisfaction by efficiently managing commercial lines accounts and promptly addressing client inquiries.
- Meticulously reviewed policy documents and coverage forms for accuracy
Commercial Lines Agent
Roland Grindle Agency
06.2021 - Current
- Sell, grow, maintain, and service the commercial lines book of business for the office
- Maintained high standards of customer service by building relationships with clients.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Educated clients on insurance policies and procedures.
Commercial Lines Agent
Darling’s Agency
05.2014 - 04.2021
- Maintain and grow the commercial lines book of business for the Agency
- Communicate with customers via phone, email, and in person in order to generate new business, service current customers, and remarket existing policies
- Process change requests, policy endorsements, handle billing inquiries, payments, as well as any other servicing necessary for existing accounts
- Explained detailed policy concepts in easy-to-understand terms.
- Offered detailed information about products and binding coverage.
- Reviewed, shopped and processed renewals.
- Analyzed customer needs to provide customized insurance solutions.
Client Service Analyst
Athenahealth
11.2013 - 05.2014
- Provide excellent client support within a fast-paced inbound call center
- Fact find and trouble shoot to resolve the customers’ needs or concerns
- Mentor new hire employees
- Answered constant flow of customer calls with minimal wait times.
Commercial Lines Agent
The Varney Agency
01.2009 - 11.2013
- Became a licensed Property and Casualty agent within 5 months of employment
- Maintained a $5.2 million dollar book of business
- Quote/Sell all new and existing commercial business, including aviation, trucking, and health
- Remarketed new and existing business policies
- Solicit sales of new or additional products and services
- Confer with clients by telephone or in person to provide or retain information about new and existing policies
- Promote the upsell of products and services offered by the agency to new and existing clients
- Perform administrative tasks, such as maintaining records and handling policy renewals
- Negotiate lower premiums for clients
- Train new hire commercial lines agents
Education
Medical Office Administration -
Cambria Rowe Business College
Johnstown, PALiberal Studies - undefined
University of South Carolina Beaufort
Beaufort, SCSkills
- Excellent Communication and Interpersonal Skills
- Highly dependable/dedicated
- Strong Attention to Detail
- Verbal/written communication
- Outgoing and Positive Personality
- Exceptional customer service
- Call center customer service
- Skilled in managing multiple tasks
- AMS360, TAM, EPIC
- Microsoft Outlook, Adobe, Excel
- Policy analysis
- Coverage evaluation
Awards
Employee of the year award 2012
Timeline
Senior Commercial Lines Account Manager
United Insurance
11.2024 - Current
Commercial Lines Agent
Roland Grindle Agency
06.2021 - Current
Commercial Lines Agent
Darling’s Agency
05.2014 - 04.2021
Client Service Analyst
Athenahealth
11.2013 - 05.2014
Commercial Lines Agent
The Varney Agency
01.2009 - 11.2013
Liberal Studies - undefined
University of South Carolina Beaufort
Medical Office Administration -
Cambria Rowe Business College